See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,353 | $52,903+46.2% | $73,307+5.5% | $59,632+29.7% |
| Participation rate | 81.8% | 68.2%+13.6pp | 74.9%+6.9pp | 68.7%+13.1pp |
| Annual return | -3.51% | 12.20%-15.7pp | 5.67%-9.2pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $6,585 | $1,909+245.0% | $3,237+103.4% | $2,203+199.0% |
| Participant deferral / active EE | $5,137 | $4,069+26.2% | $4,991+2.9% | $3,192+60.9% |
| Admin fee / account holder | $1,656 | $3,834-56.8% | $5,637-70.6% | $4,297-61.5% |